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Vest Financial’s Altria Group MO Stock Holding History

Vest Financial’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.5M Buy
34,762
+556
+2% +$38.8K 0.03% 312
2026
Q1 		$2.26M Buy
34,206
+3,566
+12% +$229K 0.03% 312
2025
Q4 		$1.77M Buy
30,640
+1,853
+6% +$112K 0.02% 322
2025
Q3 		$1.9M Buy
28,787
+5,539
+24% +$351K 0.02% 309
2025
Q2 		$1.36M Buy
23,248
+6,552
+39% +$385K 0.02% 316
2025
Q1 		$1M Buy
16,696
+7,074
+74% +$386K 0.02% 317
2024
Q4 		$503K Buy
9,622
+741
+8% +$39.5K 0.01% 260
2024
Q3 		$453K Buy
+8,881
New +$449K 0.01% 255

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vest Financial's MO Position: Q2 2026 in Review

Vest Financial increased its Altria Group (MO) stake by 1.6% in Q2 2026, buying an estimated $38.8K and bringing the position to 34,762 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #312.

Vest Financial first reported a position in MO in Q3 2024 and has held it in 8 quarters since. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Vest Financial held 34,762 shares of Altria Group worth $2.5M as of Q2 2026.
  • Vest Financial bought 556 Altria Group shares in Q2 2026, an estimated $38.8K.
  • Altria Group made up 0.03% of Vest Financial's portfolio in Q2 2026, its #312 holding.
  • Vest Financial first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
  • 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.